Wealth Client Services Associate
$55k - $95kPowerToFly
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment. #J-18808-Ljbffr PowerToFly
- Financial Advisory Partners in Bellevue, WA seeks a Registered Client Service Associate to join a collaborative wealth management team. The role blends portfolio trading, client service, and operational support in a fast-paced environment. The ideal candidate handles onboarding...Suggested
$63k - $86k
Threadline Wealth is an independent SEC-registered investment adviser serving... ...with highly personalized client experience. We are a modern independent... ..., operations, and client service teams. Role Summary The Client Service Associate partners with Wealth Advisors and...SuggestedWork at officeRemote work3 days per week1 day per week$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...SuggestedWork at office$35.63k - $85k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area$80k - $90k
...by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15 billion... ...We are seeking a detail-oriented client services professional to join our team. This role...SuggestedFull timeSummer work$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader... ...of client service experience within financial services or wealth management. Exceptional organizational skills—highly detail...Work at office
$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to... ...of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets...Full timeSummer workWork at office$35.15k - $90k
...Wealth Management Analyst Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...registered or unregistered Client Service Associate responsibilities at the request of the...Temporary workWork experience placementLocal area$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle... ...Financial Professionals in day-to-day operations of a growing wealth management practice. This role requires superior...Full timePart timeLocal area- Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients... ...and professionals, is seeking a Client Service Associate to support their advisory team. This is... ...service experience within an RIA, wealth management, or financial services firm...
$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior... ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is...Private practice- ...growing and evolving boutique financial planning and wealth management firm dedicated to providing exceptional client service and personalized financial guidance. We are seeking a Registered Client Service Associate who is adaptable, detail-oriented, and eager to contribute...Work at office
- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing... ...or a related field. Previous experience in a brokerage, wealth management, banking, or financial services environment....Full timeWork at officeRemote workMonday to Friday
- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time$65k - $81k
...Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...Work at office$22.64 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are a...Full timeTemporary workPart timeWork experience placementImmediate start- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and...Work at officeLocal area
- ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention... ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...
$22.64 per hour
...Job Description Job Description Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Full timeTemporary workPart timeWork experience placementImmediate startFlexible hours$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hours- ...A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
- D.A. Davidson Companies in Seattle seeks an exceptional Client Associate to support a high-producing team. This role requires outstanding client service, strict confidentiality, and the ability to balance multiple requests with precision. The ideal candidate will have...
- Bank of America in Washington State seeks a Client Services Specialist to support Financial Advisors, delivering premier service and helping educate clients on banking and investment offerings. You will ensure timely, accurate client materials, manage requests, strengthen...
- ...Client Service Associate Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 days/week) 4+ Month Contract with potential to convert to full-time About the Role The SMA Client Service team partners with the portfolio management team, operations...Full timeContract work
$28 - $30 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Description Summary...Contract work- ...Client Service Associate VARITE is looking for qualified Client Service Associates in Seattle, WA/NYC, NY. WHAT THE CLIENT DOES? A global investment management firm that offers a wide range of investment solutions, including mutual funds, exchange-traded funds (ETFs...Full timeContract work
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